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Comment by burnto | Hacker News Reader

They are unfocused. Need to stop with the mba playbook moves like this and just make the model worth paying for.

They don't have any more juice left to squeeze at that front. The lack of new ideas in LMs is pretty palpable by now. There is a bunch of companies with billions invested in them that are all just looking at each other, trying to figure out what to do.

Both Anthropic and Google have clear directions. Anthropic is trying to corner the software developer market and succeeding, Google is doing deep integration with their existing products. There’s also Deepseek who seem hell bent on making the cheapest SotA models and supplying the models people can use for research on applications. Even Grok is fairly mission focused on with X integration.

"We need to put out maximum press releases to stay relevant because all we have is the brand" seems to be the strategy.

To me, that is a tell they are basically cooked because catching Google in actual model performance is not really the position anyone would want to be in here in a horse race.

I remember the headlines, a year ago or so. Something like "How Google built the first LLM but then shelved it due to risk and unprofitability and lost the AI race"

Interesting times we live in.

You’re thinking like an entrepreneur, Sam thinks like a VC. For them it’s easier to sell 100 half assed ideas that could be worth a trillion dollars than to have one refined idea that’s “only” worth $10B.

> They are unfocused

Stop with the MBA playbook he said.

> just make the...

Just make a superior product he said.

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